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  1. Assembled
  2. AI agents and Copilot
  3. Knowledge

Guru integration

Updated

Plans and permissions:

  • Add-on: AI agents or Copilot, billed separately
  • Connect Guru: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations

Use the Guru integration to let Copilot and AI agents use your Guru cards when they draft replies and resolve cases. There are two ways to bring Guru cards into Assembled:

Method How it works Use it when
Guru API integration (recommended) Assembled keeps pulling your cards from Guru, so changes reach Assembled automatically. You’re on the Guru Builder, Expert, or Enterprise plan. The Guru API isn’t available on the Starter plan.
Guru card export You export your cards once, and our team adds them to your knowledge base. You can’t use the Guru API.

To set up the API integration, go to Configure > Third-party integrations and find the Guru card under AI products only.

Guru cards sync as Internal knowledge, which Copilot can use. To let AI agents use a card in replies to customers, change its access level to External. See Knowledge access levels.

Connect Guru with the API

You need to be a Guru admin to manage API tokens.

  1. In Guru, go to Team Settings > Apps & Integrations and open the API Access tab.
  2. Select Generate User Token, enter your name, and copy the token. Guru explains this in How to obtain your API credentials.
  3. In Assembled, go to Configure > Third-party integrations. On the Guru card, select Configure integration.
  4. In Email, enter the email address of the Guru user who generated the token.
  5. In API Key, paste the token.
  6. Select Add.

Assembled starts syncing your Guru cards.

The User Tokens list on Guru’s API Access tab, with the Generate User Token button and reissue and delete icons

In Guru, you can also generate tokens for teammates with Generate a new user token. To reissue a token, select the circular arrow icon next to the user. To revoke one, select the trash can icon. If you revoke the token Assembled uses, the sync stops until you connect again with a new token.

Export Guru cards

If you can’t use the Guru API, export your cards and send them to our team, and we’ll add them to your knowledge base. An export is a one-time copy: to update the cards in Assembled later, export and send them again.

  1. In Guru, open the Card Manager.

  2. Select the checkbox at the top of the list to select all cards.

  3. Select the export button on the right of the toolbar.

    The Export button in the Guru Cards toolbar

  4. In the export dialog, select Card content, details, and analytics, and start the export.

    The Guru Export Cards dialog with Card content, details, and analytics selected

  5. After a few minutes, Guru emails you the export. Send it to our team.

The Guru Cards list with the select-all checkbox ticked and every card selected

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